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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,107 | $23,330+123.4% | $64,489-19.2% | $82,448-36.8% |
| Participation rate | 54.5% | 68.3%-13.7pp | 67.7%-13.1pp | 68.1%-13.5pp |
| Annual return | 22.69% | 83.66%-61.0pp | 55.03%-32.3pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,183 | $1,707+86.5% | $2,778+14.6% | $4,139-23.1% |
| Admin fee / account holder | $4,333 | $2,946+47.1% | $4,260+1.7% | $7,234-40.1% |